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Coronavirus shakes up America's truck market: GM outselling Ford and Ram

FCA, Ford and General Motors joined the rest of the U.S. auto industry in taking heavy volume hits due to coronavirus-related shortages of both cars and customers. The saying goes that a rising tide lifts all boats; it stands to reason, then, that a falling one would have the opposite effect.  However, as we learned Thursday, the automotive market can behave in unpredictable ways. While the F-Series remained the best-selling nameplate in Q1, GM's full-size trucks are now outselling Ford's again for the first time in years, and with this upward thrust from the General, FCA's Ram was unceremoniously booted out of a hard-earned second place.  While late-March sales declines hit just about every major automaker in one way or another, the model-by-model results weren't nearly so uniform. And because the market tends to be a zero-sum game, for every winner, there generally has to be a loser.  In this case, that winner was GM, and its rise had to come at the expense of another automaker, in this case, Ford. F-Series sales dropped 13.1 percent in the first quarter of 2020, while sales of GM's full-sized Silverado and Sierra surged nearly 28% in the same period. FCA's Ram lineup managed a steady-as-she-goes 7% increase. All-in, GM finished the quarter with 197,743 full-size trucks sold to Ford's 186,562. Here's the full breakdown: Ford F-Series: 186,562  Chevrolet Silverado*: 144,734 Ram P/U: 128,805 GMC Sierra: 53,009 *includes 1,036 Medium Duty sales Things are a but murkier in the midsize segment, where the Chevy Colorado slipped 36% to just 21,430 units sold — just a few hundred better than the slow-selling Ford Ranger's Q1 numbers. The GMC Canyon experienced an almost identical slide, finishing the quarter with just 4,483 units sold. For perspective, Jeep sold more than 15,000 Gladiators and Toyota's midsize Tacoma slipped less than 8%, finishing the quarter with nearly 54,000 sales.  We suspect this discrepancy in full- and mid-size truck sales comes from shifting incentives. Ford, GM and FCA would like to keep selling bigger trucks because there's far more profit margin built into their list prices. Even with tens of thousands of dollars in manufacturer money on the hood, big trucks still make money.  Since these automakers report quarterly, we won't get another good look at these numbers until July, but if you thought that 2019 represented the new normal for U.S. auto sales, well, think again.

GM's Ultium EV platform finally shows up in Q3 sales numbers

General Motors has heralded its Ultium battery-electric platform as the future of its passenger car and truck lineup, but for the first two years of its existence, its impact on the marketplace has been virtually nonexistent. Well, that finally changed in the third quarter of 2023, and while the cars based on this architecture don't represent anywhere near the volume of GM's broader combustion portfolio, we're reaching a point where Ultium products are finally in view (and in the hands) of real-world shoppers. At this point, five U.S.-market Ultium models are in production: the GMC Hummer EV, Cadillac Lyriq, Chevrolet Blazer & Silverado EV, and BrightDrop Zevo 600. If you're not familiar with that last one, that's OK; it's a commercial product that you likely won't see on the road for some time. Together, these four combined for 4,257 sales in the third quarter alone — up from 2,663 for the entire first half of the year. While that may not seem like a significant uptick when viewed from altitude, the quarter-to-quarter numbers paint a clearer picture.  Let's toss out the stragglers first. The Chevy Blazer EV, and Silverado EV for example, are barely in production. GM delivered 19 Blazers and 18 Silverados in the third quarter and that's the entirety of their production runs so far. Likewise, GM's BrightDrop Zevo 600 delivery van effectively exists apart from the consumer marketplace, so its contribution of just 35 units can be set aside too. That leaves us the two you've heard of: the GMC Hummer EV and Cadillac Lyriq — models with high sticker prices and long reservation queues.  Through the second quarter (remember, we're talking six months here), GMC sold 49 Hummer EVs. No typo. In the three months that made up the third quarter, GM moved 1,167 of them. Not only is that a dramatic improvement over the first half, but it's more Hummers than GMC sold in the entirety of 2022 (854). Lyriq's improvement was less eye-popping on paper, but after moving just 122 total units in 2022 and 2,013 of them in the first half of 2023, Cadillac managed to up that figure to 3,018 units in the third quarter alone.  GM is betting its short-term EV future on the Ultium platform, so these trends need to continue if that's going to be a profitable wager.

2022 GMC Sierra Super Cruise First Drive | Now with trailering and automatic lane-changing

Although the updated late-model year 2022 GMC Sierra is still a little ways off (In fact, it hasn't even been revealed), we've had an opportunity to try one of its headlining features: Super Cruise. But it's not quite the Super Cruise you know from the current Cadillac line. The new Sierra will be getting a newer version with two features: the ability to execute lane changes and passes automatically, and the ability to operate with a trailer. We tried the system at GM's proving grounds in Milford, Mich., and our test vehicles were 2022 Sierra prototypes. Though the trucks themselves are early examples with features not finalized, GMC representatives said the Super Cruise system is pretty much finished. The system uses close and long-range radar sensors at the front and a new set of radar sensors at the back, plus the truck's various cameras. It also utilizes the mapping data that GM has accumulated for the system to ensure it operates on approved roads and has detailed information about where the car is. Now, the first new feature enabled by the updated Super Cruise is the automatic lane-change system. The current system can change lanes on its own, but it must be prompted by a press of the turn signal. That feature remains intact, but now, if you approach a slower vehicle on a multi-lane highway, Super Cruise can check the lane next to you to see if it's safe to merge, change lanes, and then return to the original lane once the slow-moving vehicle has been passed. This is where those rear radar sensors come in. We tried it three times on GM's big banked oval course, and it did it impressively smoothly. It was able to make the decision proactively, too, making the decision to change a good distance before we were on top of the slow moving car. Oh, and of course, because this is Super Cruise, it all happened without us having to touch the wheel. Our automatic lane change test was followed by trying Super Cruise with a trailer. Now, it's important to note that the automatic lane-changing functionality won't work with a trailer. This is because that function depends on a set of radar systems at the back of the truck that are blocked by a trailer. Apart from that, the rest of Super Cruise's functions still work just fine. To make this possible (and safe), the system is able to estimate the weight of the trailer and adjust following distance accordingly, allowing it to safely slow down as needed.